Brandon Oliver
Brandon Oliver is a registered investment advisor at Oliver Wealth Management, based in St. Louis, MO, with 26 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 578 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oliver Wealth Management's wealth management fees range from 0.035% to 2.50% annually, based on the market value of your portfolio. Fees are paid quarterly, in advance. Fees are negotiable. Clients participating in the Participant Account Management Program will be assessed the same fee.
Location
10805 Sunset Office Drive, Suite 300, St. Louis, MO, 63127
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brandon is a licensed insurance professional at the same address as his advisory business. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Oliver Wealth Management
Previous Registrations
American Wealth Management, INC.Broker
International Assets Advisory, LLCBroker
Hayden Royal
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.